Give a Gift of Stock
Gifts of Securities/Stock Transfers
Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds.
How to Make a Gift
We have an intuitive, easy-to-use tool that will guide you through the process in less than 10 minutes! This tool will complete the required forms for your brokerage and automatically provide the information you need to have the stock sent to the AncoraTN account at Fidelity.
If you have any questions, difficulty using the tool or feedback please contact Jennifer Gash, Director of Development & External Relations, at jgash@ancoratn.org or (615) 934-7542.
Why Donate Appreciated Assets?
There are two key factors that many donors consider when making a gift of appreciated assets: impact on our mission and potential tax benefits.
Impact on our Mission
Many of our most committed donors find they’re able to give more generously when they donate appreciated assets than if they’d simply given cash. That generosity means we’re able to achieve more and advance our mission faster.
Potential Tax Benefits
If you are itemizing deductions on your tax return, you may be eligible for a charitable deduction of the full value of your gift. Whether or not you are itemizing deductions, though, donating an appreciated asset can help you avoid paying tax on capital gains. Always discuss donations with a tax consultant to maximize your benefits.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.